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Episode 241: Entertaining The Masses With Asset Selection Tricks And Techniques

Season 3 Episode 241 Published 2 years, 11 months ago
Description

In this episode we answer two looooong emails from Mark and Andreas.  We discuss Mark's quandaries with a 457 plan and Andreas's Risk Parity fever brought on by topics that include how to choose ETFs for each asset class, leverage in bond funds, TIPS, a proposed portfolio, other alternatives like long-short, market neutral and options strategies and musings about taxes and currency exposures.   And then we conclude with Polo Hofer.

Links:

Father McKenna Center donation page:  Donate - Father McKenna Center

Risk Parity Chronicles video tutorial on asset swapping:  How to Do an Asset Swap - YouTube

Risk Parity Chronicles series on TIPS:  Eight Observations About TIPS (riskparitychronicles.com)

ETF Database:  ETF Database: The Original & Comprehensive Guide to ETFs (etfdb.com)

Bloomberg Presentation on Asset Classes in Inflationary Environments:  MH201-SteveHou-Bloomberg.pdf (markethuddle.com)

Vanguard Commodities Paper:  Commodity investing and its role in a portfolio (vanguard.com)

Antti Ilmanen books:  Books by Antti Ilmanen (Author of Expected Returns) (goodreads.com)

EconoMe Conference:  EconoMe Conference - March 17th-19th, 2023

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